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David Hay, Co-CIO of Evergreen Gavekal, discusses the coming "Fourth Turning" and how it impacts markets.
*This video was recorded on July 30, 2024
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0:00 - Intro
2:20 - Sector rotation
4:00 - “I’ve Never Seen Americans This Scared’
8:00 - Recession
10:00 - Deficit fiasco
11:00 - Recession by election?
13:00 - Federal debt and interest payments
16:34 - Bond market
19:50 - Tech stocks
25:57 - Oil
30:50 - Gold
34:49 - Fourth Turning
37:15 - ’Stealth default’
39:14 - Stealth Civil War
#investing #economy #markets
